GYL Financial Synergies’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $740K | Sell |
6,307
-70
| -1% | -$8.21K | 0.06% | 208 |
|
|
2024
Q2 | $704K | Buy |
6,377
+2,705
| +74% | +$298K | 0.05% | 209 |
|
|
2024
Q1 | $419K | Sell |
3,672
-350
| -9% | -$39.9K | 0.03% | 261 |
|
|
2023
Q4 | $420K | Buy |
4,022
+1,650
| +70% | +$172K | 0.03% | 258 |
|
|
2023
Q3 | $217K | Sell |
2,372
-2,912
| -55% | -$266K | 0.02% | 308 |
|
|
2023
Q2 | $511K | Buy |
5,284
+700
| +15% | +$67.6K | 0.05% | 239 |
|
|
2023
Q1 | $417K | Buy |
4,584
+95
| +2% | +$8.65K | 0.05% | 210 |
|
|
2022
Q4 | $375K | Hold |
4,489
| – | – | 0.08% | 156 |
|
|
2022
Q3 | $352K | Hold |
4,489
| – | – | 0.1% | 136 |
|
|
2022
Q2 | $356K | Hold |
4,489
| – | – | 0.1% | 134 |
|
|
2022
Q1 | $451K | Sell |
4,489
-200
| -4% | -$20.1K | 0.11% | 116 |
|
|
2021
Q4 | $540K | Hold |
4,689
| – | – | 0.15% | 113 |
|
|
2021
Q3 | $525K | Sell |
4,689
-726
| -13% | -$81.3K | 0.27% | 96 |
|
|
2021
Q2 | $613K | Buy |
5,415
+621
| +13% | +$70.3K | 0.32% | 76 |
|
|
2021
Q1 | $489K | Hold |
4,794
| – | – | 0.27% | 97 |
|
|
2020
Q4 | $492K | Buy |
4,794
+230
| +5% | +$23.6K | 0.28% | 91 |
|
|
2020
Q3 | $394K | Hold |
4,564
| – | – | 0.26% | 100 |
|
|
2020
Q2 | $361K | Sell |
4,564
-1,484
| -25% | -$117K | 0.26% | 95 |
|
|
2020
Q1 | $368K | Buy |
6,048
+138
| +2% | +$8.4K | 0.24% | 86 |
|
|
2019
Q4 | $451K | Buy |
5,910
+132
| +2% | +$10.1K | 0.2% | 87 |
|
|
2019
Q3 | $408K | Sell |
5,778
-728
| -11% | -$51.4K | 0.2% | 93 |
|
|
2019
Q2 | $464K | Sell |
6,506
-76
| -1% | -$5.42K | 0.25% | 71 |
|
|
2019
Q1 | $447K | Sell |
6,582
-1,284
| -16% | -$87.2K | 0.25% | 72 |
|
|
2018
Q4 | $447K | Buy |
+7,866
| New | +$447K | 0.32% | 62 |
|